BRIA DAVIS

S U MMARY

Dedicated administrative professional with experience in popular systems and

software. Friendly employee with strong customer service and issue resolution skills. Computer-savvy and willing to learn to handle diverse office needs. Excels under pressure and flexes easily with changing demands. Skilled File Clerk with organizational, communication and time management abilities. Successful in busy, dynamic environments. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. Talented Filing Clerk with attention to detail, resourcefulness and strong communication abilities. Self-directed and focused on improving workflow procedures to maximize department productivity and accuracy in support of high-volume operations. Skilled Medicare Field Agent excited to work in the field, meet customers and promote company for Medicare Sales Services . First-rate negotiator and problem-solver with a self-motivated and hardworking mentality. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Ambitious, career-focused job seeker, anxious to obtain an entry-level for Medicare Sales position to help launch career while achieving company goals.

E X P E R I E N C E

Aetna CVS Field Agent -Medicare Sales

TTEC Dallas, TX August 2023 - December 2023

Developed and implemented sales strategies to increase Medicare enrollment. Conducted extensive market research to identify potential customers. Analyzed customer data and identified trends in the Medicare market. Provided product information and answered questions about Medicare services. Developed relationships with key stakeholders in the insurance industry. Negotiated contracts with health care providers for coverage of Medicare services.

Maintained accurate records of sales activities and customer interactions. Assisted customers with selecting appropriate plans based on their needs. Identified opportunities to expand business into new markets. Managed a team of Sales Agents to ensure goals were met or exceeded. Collaborated with marketing teams to create effective campaigns for Medicare products.

Created reports that tracked performance metrics such as conversion rates, ROI. Followed up with clients regularly to ensure satisfaction and address any issues. Resolved customer complaints quickly and professionally. Performed competitive analysis to stay abreast of changes in the marketplace. Attended trade shows, conferences, and other networking events related to S K I L L S

Strong Problem Solving

Analytical Abilities

Filing Management

Exceptional Verbal/Written

Communication

New Records Creation

Time Management

Logbook Maintenance

System Creation and

Implementation

Materials Classification

Microsoft Office

Information Retrieval

Information Sorting

Materials Compilation

Filing System Form Design

Confidential Materials Handling

Attention to Detail

Creative Problem Solving

Filing System Creation

Data Entry

Critical Thinking

Materials Transfer

Chronological Classification

Typing and Word Processing

Materials Destruction

File Placement Verification

File Maintenance Guidelines

File Management

Materials Storage

Verbal and Written Communication

Authorized User Verification

Alphabetical Organization

Computerized Report Generation

Information Coding

Proactive Self-Starter

Collaborative Team Player

Data Entry Software

Database Searches

Documentation and

C O N T A C T

469-***-****

ad3gep@r.postjobfree.com

Dallas, TX 75203

File Clerk

Westside Lexus Houston, TX November 2022 - December 2023 healthcare benefits.

Advised customers on various aspects of their health insurance policies. Generated leads through cold calling prospective clients for Medicare services. Utilized CRM software tools to track sales progress throughout the process. Presented and clearly explained insurance policy options based on clients' needs and goals.

Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.

Utilized SRW and Sales Agent to complete and submit sales activity reports and plans.

Explained coverage options to potential policyholders, answering questions or concerns.

Counseled prospects and policyholders on coverage, limits and regulations. Sought out new clients and developed clientele by networking to find new customers.

Achieved repeat business and referrals through personalized services. Monitored clients' insurance coverages to ensure changing needs were met. Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families. Leveraged industry trends to shape solutions and approaches. Calculated premiums and established payment methods, receiving customer payments and issuing receipts.

Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation. Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.

Improved data collection accuracy by structuring systems for desktop spreadsheets.

Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices. Reviewed files to check for complete and accurate information Scanned and filed forms, reports, correspondence and receipts Retrieved requested files and delivered to appropriate personnel Pulled files for staff, management and third-party requests Updated daily logs for tracking file movements

Destroyed outdated and protected information in digital and physical formats Organized and filed loose-leaf paperwork and documentation Updated, filed and retrieved files and documents for [Job title] Sorted incoming paperwork and filed in employee folders Maintained inventory of file room supplies such as paper products, stamps, folders and labels

Collected, sorted and distributed incoming mail and packages Maintained employee files, observing strict data confidentiality procedures Coordinated filing, scanning, archiving and faxing for team of [Number] Managed high volume of letters, memoranda, invoices and documents Entered, organized and secured digital data for cases and billing records Prepared outgoing packages for pickup by various delivery services Reviewed, coded and scanned correspondence prior to filing Compiled and prepared orders and notices within tight deadlines to meet departmental-specific needs

Tracked employee [Type] compliance with licensing requirements Managed general clerical tasks such as adding bar codes and reshelving Recordkeeping

Work Planning and Prioritization

Decision Making and Prioritization

Interpersonal Communication

Materials Tracking

Goods Storage and Tracking

Numerical Organization

Relationship Building

Administrative Functions

Transcription Skills

Financial Data Verification

Optical Scanning Software

Team Collaboration

Service Oriented

Correspondence Management

Information Sourcing

Dependable and Responsible

Scanners and Copiers

Fast Learner

Record Inventory Maintenance

Information Auditing

State and Federal Regulation

Transactional Data Verification

Service-Oriented

Office Equipment Operation

Customer Relations

Quality Controls

Loss Coverage Determination

Customer Billing

Service Marketing

Policyholder Communication

Bookkeeping Support

Sales Reporting

Business Planning

Direct Marketing

Clientele Development

Client Prospecting

Policy Sales

Life Insurance Sales

Insurance Coverage Verification

Form Completion and Submission

Licensing Requirements

CRM Software

Health Insurance Sales

Policy Renewals

Insurance Sales Strategy

Underwriter Collaboration

Insurance Program Analysis

Marketing Strategy Development

Insurance Claim Regulations

Email Marketing

Call Center Customer Service

Life Insurance

Client Consultations

Client Relations

Receptionist

The Village Executive Suites Houston, TX July 2022 - January 2023 collections

Updated integrated library system records to include new holdings Supported [Job title] by collecting relevant documents in preparation for meetings Sorted, checked in and routed department mail for [Number] staff Kept track of [Job title]s' continuing education and licensing requirements. Scheduled and confirmed appointments

Answered and directed incoming calls using multi-line telephone system Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules Maintained daily calendars, set appointments with clients and planned daily office events

Processed payments and updated accounts to reflect balance changes Sorted incoming mail and directed to correct personnel each day Oversaw office inventory by restocking supplies and submitting purchase orders Reported suspicious individuals to supervisor

Served visitors by greeting, welcoming and directing to appropriate personnel Supervised setup of conference rooms for meetings and office events in common areas

Updated and recorded customer or client information to maintain accounts Handled conference room scheduling, collaborating with meeting organizers on logistics and catering

Served as company concierge to employees requiring assistance help with travel arrangements

Scheduled and confirmed appointments and meetings for management team Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment Prepared correspondence, reports and other documents in final formats with correct punctuation, capitalization, grammar and spelling Greeted and directed visitors to appropriate personnel and answered average of

[Number] calls and emails daily

Answered phone calls, provided information and connected callers to appropriate personnel

Handled payment processing and provided customers with receipts and proper bills and change

Welcomed patrons to front desk and engaged in friendly conversations while conducting check-in process

Answered office phone and emails to schedule appointments, answer questions and document information

Greeted incoming patients and verified paperwork to manage smooth intake processes

Managed customer complaints and rectified issues to complete satisfaction Planned customized itineraries for guests with special activities to support local tourism and entertainment industries

Worked with office manager to attain operational goals Produced and distributed clear and error-free business correspondence, file documentation and internal team memoranda

Updated front office phone protocols to increase productivity by [Number]% and decrease customer hold times

Created and optimized employee schedules for shift coverage Managed office duties and basic administrative tasks, organized and cleaned work space, ordered materials and answered phone calls Directed clients and guests to correct departments, rooms and staff members E D U C A T I O N A N D

T R A I N I N G

Associate of Arts

Music Business

El Centro College, Dallas, TX

Expected in May 2026

High School Diploma

Lamar Highschool, Houston, TX

May 2016

A C C OMPLISHMENTS

Eliminated over 40 hours of weekly

data processing hours by

implementing automation

strategies.

Developed advanced physical

filing system to handle high-volume

paperwork needs for growing

department.

Consistently maintained high

customer satisfaction ratings.

C E R T I F I C A T I O N S

Insurance Agent License

Service Representative

Automotive Jaguar Houston Houston, TX August 2022 - October 2022 Customer Service Cashier

Worked with housekeeping and maintenance staff to address and resolve building and room issues

Maintained important files, running reports and delivering updates on occupancy and revenue

Greeted visitors to provide information and direct to appropriate personnel Explained policies and procedures to visitors

Answered multi-line phone system and managed calls by routing to proper extensions or taking messages

Completed basic bookkeeping and document filing

Drafted professional business documents, spreadsheets and correspondence Provided administrative support to coworkers, taking on additional tasks during high-volume periods

Signed for packages, recorded deliveries and distributed to personnel Conducted transactions, confirming patient information and processing according to standard protocol.

Resolved customer concerns with friendly and knowledgeable service Delivered fast, friendly and knowledgeable service for routine questions and service complaints

Upheld strict standards for quality and performance Met and exceeded productivity targets by handling every interaction with top-notch customer service

Audited customer account information to identify issues and develop solutions Leveraged software and systems to obtain information and maintain documents Cultivated relationships with teammates to assist customers with inquiries or resolve problems

Delivered accurate service information to meet goal-directed development plan Updated accounts with recent information and processed customer payments Leveraged opportunities to upsell company products and services while providing information and discussing options with customers

Escalated complex issues and set up appointments for further service Performed needs analysis and presented options based on findings to help customers make decisions

Consulted with customers regarding needs and addressed concerns Processed customer account changes with proprietary software Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service

Remained calm and professional in stressful circumstances and effectively diffused tense situations

De-escalated problematic customer concerns, maintaining calm, friendly demeanor

Demonstrated excellent communication skills in resolving product and consumer complaints

Educated customers on special pricing opportunities and company offerings Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices

Assisted customers with making payments or establishing payment plans to bring accounts current

Fielded customer complaints and queries, fast-tracking for problem resolution Upheld quality control policies and procedures to increase customer satisfaction. Marshalls Houston, TX January 2021 - March 2021 Counted tills at beginning of shift with start money and balanced and reconciled register, reflecting financial discrepancies, refunds and account deferrals Processed credit card, EBT and gift certificate payments in electronic computer systems

Informed customers of in-store promotions or pricing specials Built loyal clientele through friendly interactions and consistent appreciation Bagged, boxed or gift-wrapped sold merchandise per customer's request Refilled and rotated items on shelves to maintain well-stocked inventory Recommended, selected, located and obtained products to meet customer needs

Greeted customers promptly and responded to questions Maintained work area and kept cash drawer organized Scanned items and checked pricing on cash register for accuracy Processed customer payments quickly and returned exact change and receipts Built and maintained productive relationships with employees Kept check-out areas clean, organized and well-stocked to maintain attractive store

Welcomed customers, offering assistance to help find store items Answered phone calls to assist customers with questions and orders Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system

Boosted customer satisfaction levels by going extra mile to personalize service for each customer.

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